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| Happy Holidays!! thanks for using AUM13F!! |
| Primary Wealth Management LLC
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| CRD # | 282370 |
| SEC # | 801-131623 |
| CIK # | |
| AUM | $126.6 M (2025-01-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 402-223-3433 |
| Address | 2630 Eastside Blvd Beatrice, NE 68310 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 51.1 |
| (b) Individuals (high net worth individuals) | 20 | 34.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 33.9 |
| (h) Charitable organizations | 8 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.6 |
| (n) Other | 130 | 3.1 |
| Total | 777 | 126.6 |
| By Discretionary | ||
| Discretionary | 777 | 126.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 777 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.6 | |
| Total | 777 | 126.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forrest Financial Services LLC
✚
|
IA | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
S R Schill & Associates Inc
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WA | 0.1 |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Concert Investment Advisory LLC
✚
|
0.1 | |
|
Integrity Wealth Management Inc
✚
|
WA | 0.1 |
|
Wise Wealth Partners LLC
✚
|
AZ | 0.1 |
|
BCM Capital Management LLC
✚
|
IL | 0.1 |
|
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
|
Finec Asset Management LLC
✚
|
CA | 0.1 |